Notes
🔸 Upgrades:
Accenture ( $ACN): Upgraded to Outperform at Baird, PT $390
American Tower ( $AMT): Upgraded to Overweight at Wells Fargo, PT $230
Blue Owl Capital ( $OBDC): Upgraded to Equal-Weight at Wells Fargo
Crown Castle ( $CCI): Upgraded to Equal-Weight at Wells Fargo, PT $105
DouYu ( $DOYU): ADRs upgraded to Hold at HSBC, PT $9
Flowserve ( $FLS): Upgraded to Outperform at Baird, PT $71
Generac ( $GNRC): Upgraded to Neutral at Guggenheim
Genesis Energy ( $GEL): Upgraded to Overweight at Wells Fargo, PT $18
Liberty Formula One ( $FWONA): Upgraded to Buy at Seaport Global Securities
https://t.co/eMBFE2Jwuf ( $MNDY): Upgraded to Buy at DA Davidson, PT $350
Netflix ( $NFLX): Upgraded to Buy at MoffettNathanson, PT $1,100
Norwegian Cruise ( $NCLH): Upgraded to Overweight at JPMorgan, PT $30
SL Green ( $SLG): Upgraded to Outperform at Evercore ISI, PT $73
Sprouts Farmers ( $SFM): Upgraded to Buy at Deutsche Bank, PT $190
🔸 Downgrades:
Campbell's ( $CPB): Downgraded to Equal-Weight at Consumer Edge, PT $40
Cion Investment ( $CION): Downgraded to Underweight at Wells Fargo, PT $10
EastGroup ( $EGP): Downgraded to Inline at Evercore ISI, PT $185
Finward ( $FNWD): Downgraded to Market Perform at Hovde Group
FS KKR Capital ( $FSK): Downgraded to Underweight at Wells Fargo, PT $19
Li Auto ( $LI): ADRs downgraded to Neutral at Macquarie, PT $27
RLX Tech ( $RLX): ADRs downgraded to Neutral at Citi, PT $2.50
Sutro Biopharma ( $STRO): Downgraded to Market Perform at Oppenheimer
TriplePoint Venture Growth BDC ( $TPVG): Downgraded to Underweight at Wells Fargo
🚨 MORNING BID 🚨
🔸 Bumble ( $BMBL):
Q4 rev -4.4% YoY to $261.6M (est. $260.5M).
Q1 guide: $242M-$248M (below $256.9M est.), follows weak MTCH outlook.
🔸 Canadian Tire: Selling Helly Hansen to Kontoor Brands ( $KTB) for C$1.28B ($901.2M).
🔸 IFF ( $IFF):
Q4 adj. EPS $0.97 (est. $0.81), adj. EBITDA $471M (est. $458M) on $2.8B sales (est. $2.677B).
FY guide: sales $10.6B-$10.9B (est. $11.158B), adj. EBITDA $2.0B-$2.15B (est. $2.213B).
🔸 La-Z-Boy ( $LZB):
Q3 adj. EPS $0.68 (in-line), sales $522M (est. $516.54M).
Q4 guide: sales $545M-$565M (est. $565.47M), adj. op margin 8.5%-9.5%.
🔸 Toll Brothers ( $TOL):
Q1 EPS $1.75 (est. $2.04), revs $1.86B (est. $1.906B).
Q2 guide: deliveries 2,500-2,700 units, avg. price $940K-$960K. FY deliveries 11,200-11,600, avg. price $945K-$965K.
🔸 TrueCar ( $TRUE):
Q4 loss (-$0.07) vs. est. (-$0.02), revs $46.2M (est. $47.3M).
Expects Q1 rev growth in high single digits, Q1 adj. EBITDA loss ~$5M, but strong Q2-Q4 outlook w/ growing OEM incentives.
🔸 Wolverine ( $WWW):
Q4 adj. EPS $0.42 (in-line), revs $494.7M (est. $485.74M).
Gross margin up on lower costs, inventory down 35.6% YoY to $241M.
🔸 Devon Energy ( $DVN):
Q4 EPS $1.16 (est. $1.00), revs $4.4B (est. $4.25B). Q4 oil production 398K bpd.
FY25 capex $3.8B-$4.0B (50% to Delaware Basin). FY25 prod. 805K-825K boe/d, Q1 oil 380K-386K bpd.
🔸 EQT Corp. ( $EQT):
Q4 EPS $0.69 (est. $0.49), adj. EBITDA $1.41B (est. $1.2B), revs $1.62B (est. $1.77B).
FY25 FCF $2.6B-$3.3B, net debt ~$7B.
🔸 Magnolia Oil & Gas ( $MGY):
Q4 EPS $0.44 (est. $0.45), adj. EBITDA $235.8M (est. $230.1M), revs $326.6M (est. $325.2M).
FY25 capex $460M-$490M, production +5-7%.
🔸 Matador ( $MTDR):
Q4 EPS $1.83 (est. $1.75); raises div. 25% to $1.25 annually.
Record oil production 99.8K bpd (+32% YoY).
FY25 oil prod. 120K-124K boe/d, nat gas 492M-504M cf/d.
🔸 Occidental ( $OXY):
Q4 EPS $0.80 (est. $0.70), revs $6.76B (est. $7.14B).
Hikes div. 9% to $0.24/share. Q1 prod. 1.37M-1.41M boe/d, FY25 1.385M-1.445M boe/d. Focus on debt reduction.
🔸 Shift4 ( $FOUR):
Acquiring Global Blue (GB) for $7.50/share (15% premium, ~$2.5B EV).
Q4 EPS $1.35 (est. $1.14), revs $887M (est. $1.006B).
FY25 adj. EBITDA guide: $830M-$855M (est. $864.2M).
🔸 Compass ( $COMP):
Q4 loss (-$0.08) vs. est. (-$0.07), revs $1.38B (est. $1.32B).
Q1 revs $1.35B-$1.475B (est. $1.34B), Q1 adj. EBITDA $11M-$25M.
🔸 CoStar ( $CSGP):
Q4 EPS $0.15 (est. $0.23), revs $709M (est. $703M).
FY rev +11% YoY, Q4 net income +13%, EBITDA +43%.
Approved $500M stock buyback.
🔸 XP Inc. ( $XP):
Q4 EPS $2.23 (est. $2.20), revs $4.49B (est. $4.45B).
Adj. ROAE 23.4%, adj. ROTE 29.2%.
🔸 Halozyme ( $HALO):
Q4 EPS $1.06 (est. $1.16), revs $298M (est. $288.2M).
FY25 revs $1.15B-$1.225B (est. $1.188B), adj. EBITDA $755M-$805M (est. $772.4M), adj. EPS $4.95-$5.35 (est. $4.90).
🔸 Penumbra ( $PEN):
Q4 EPS $0.97 (est. $0.90), revs $315.5M (est. $311.5M).
FY25 revs $1.34B-$1.36B (est. $1.362B), gross margin +100bps, op margin 13%-14%.
🔸 Petco ( $WOOF):
Announced three new execs to drive operational improvements, naming Sabrina Simmons as CFO.
🔸 Supernus ( $SUPN):
Shares drop after SPN-820 Phase 2b trial for treatment-resistant depression failed to meet primary endpoint.
🔸 Celanese ( $CE):
Q4 EPS $1.45 (est. $1.20), revs $2.4B (est. $2.36B).
Q1 EPS guide $0.25-$0.50 (est. $1.65) due to non-recurring costs.
Sees continued demand/pricing weakness in key markets.
🔸 Element Solutions ( $ESI):
Q4 EPS $0.35 (in-line), revs $624.2M (est. $595.8M).
🔸 Flowserve ( $FLS):
Q4 EPS $0.70 (est. $0.77), revs $1.18B (est. $1.21B)
bookings $1.2B, adj. gross margin 32.8%. Guides FY sales +5-7% (est. +8.57%)
EPS $3.10-$3.30 (est. $3.25).
🔸 Sonoco ( $SON):
Q4 EPS $1.00 (est. $1.20), revs $1.36B (est. $1.67B).
FY25 EPS $6.00-$6.20 (est. $6.40), adj. EBITDA $1.3B-$1.4B.
🔸 Arista Networks ( $ANET):
Q4 adj. EPS $0.65 (est. $0.57), revs $1.93B (est. $1.904B)
adj. gross margin 64.2%. Guides Q1 revs $1.93B-$1.97B (est. $1.907B)
adj. gross margin ~63%, adj. op margin ~44%.
🔸 Cadence Design Systems ( $CDNS):
Q4 adj. EPS $1.88 (est. $1.82), revs $1.356B (est. $1.35B).
FY25 adj. EPS $6.65-$6.75 (below est. $6.82), revs $5.14B-$5.22B (est. $5.25B)
Q4 op margin 46.0% (vs. 42.9% YoY).
🔸 MicroStrategy ( $MSTR): Offering $2B in convertible bonds due 2030 for general purposes, including Bitcoin acquisition.
🔸 Unisys ( $UIS): Q4 EPS $0.33 (est. $0.30), revs $545.4M (est. $550.93M)
Sees 2025 rev growth 0.5%-2.5%, non-GAAP op margin 6.5%-8.5%.
🔸 NetEase ( $NTES): Fears of unloading all its overseas U.S. game holdings due to rising costs, coinciding with China’s retaliation to U.S. tariffs.
🔸 Waystar ( $WAY): Files to sell 18M shares of common stock.
$WMTX
$PEPE
$ABI
$FLOKI
$KOKO
$URS
$FLS
$NOODS
$ALVA
I need to add more.
Please help 👇
$WMTX
$PEPE
$ABI
$FLOKI
$KOKO
$URS
$FLS
$NOODS
$ALVA
I need to add more.
Please help 👇
Most Anonymous meme coins can rug pull and fade away due to KOLs.
Doxxed meme coins tend to endure because their teams must maintain community trust and responsibility, regardless of KOL support.
I primarily support doxxed coins like $Koko , $Abi, $Urs, $Fls, and $Noods, and will add more that align with my beliefs.
All can go to ZERO but atleast doxxed team will fight hard and their best!
Most Anonymous meme coins can rug pull and fade away due to KOLs.
Doxxed meme coins tend to endure because their teams must maintain community trust and responsibility, regardless of KOL support.
I primarily support doxxed coins like $Kolo, $Abi, $Urs, $Fls, and $Noods, and will add more that align with my beliefs.
All can go to ZERO but atleast doxxed team will fight hard and their best!
My future basket “BTS” with @AlvaraProtocol
Will include Bitcoin , $KOKO , $ABI , $URS , $SOL , $WMTX , $Pnut , $FLS , $NOODS, and what else to add? 🧐
We're thrilled to announce that the @floos_sol Kickstarter has concluded and $FLS will be listed on #MEXC!
🔹Deposit: Opened
🔹FLS/USDT Trading: 2024–10-07 15:00 (UTC)
Details:
We're thrilled to announce that the @floos_sol Kickstarter has concluded and $FLS will be listed on #MEXC!
🔹Deposit: Opened
🔹FLS/USDT Trading: 2024–10-07 15:00 (UTC)
Details:
$FLS
IYKYK
CA:
75DvRjTDpaEbrdUHVomdjfsiXbBi5FwNyctyUgfLooS
Signup to Mexc and get $FLs tomorrow.
.@floos_sol, a memecoin Aiming to promote Arab culture properly, and reduce cultural and cognitive differences between Eastern and Western communities, is coming to #MEXCKickstarter 🚀
🗳Vote with $MX to share massive airdrops
📈 $FLS/USDT Trading: 2024-10-07 15:00 (UTC)
Details: https://t.co/N5Eo2zV04T
$FLOOS @floos_sol
@Eljaboom
#FLS $FLS
let's floooooooooooOoooooooooooooos
Floos means money 💵
on
#sol
#memecoin
CA:-
75DvRjTDpaEbrdUHVomdjfsiXbBi5FwNyctyUgfLooS
$500 for 5 people worth or $KOKO & $FLS
$100 each
RT, join tg
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And reply with ur Telegram username with mentioning two of ur friends.
- Play CocoRush on Telegram:
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Ends in 24Hrs 🫎 SHOW PROOF
